Expiring Leads

For leads that are deemed as lost opportunities, you can expire them and send them to an archived list. Expired leads are hidden from your main leads grid so that you can better focus on your current opportunities.

How to Expire a Lead

1. Locate your lead in the Leads tab
2. Click on the edit/pencil button next to your lead's entry on the right-hand side. Click the drop-down menu and select Mark as Expired
   
3. A message will propmt for you to confirm your action. Click the Expired button. 

You will notice your lead is now highlighted red and will soon disappear from view for archiving.

Viewing Expired Leads

1. To view the expired leads, untick the Hide Expired Leads filter. Any expired leads will automatically appear and will be highlighted in red.

Set an Automatic Expiry Date for Leads

In your automation settings, you can set a period for how long a lead stays active. By default, the duration of a lead is 30 days. After 30 days, the lead will automatically expire when not moved to Waitlist. To re-configure your automation settings, see below:

1. Click on Settings in the header menu
2. Select Edit next to the service name you want to update

3. Click Automation Settings on the left-hand sub-menu

4. Select a duration to the question How long will you give new leads to be added to the waitlist before expiring? by using the drop-down menu. Then Click Apply.

If you do not wish for the system to expire your leads automatically, select Never.